Tim Ayer

Tim is uniquely experienced in having served both retirement and group health clients for 20 years. Prior to that, he worked in the banking industry for more than a decade.  Today, he brings that collective wealth of knowledge and experience together in Sunrize Retirement & Financial Services.

Tim specializes in educating retirement plan sponsors of their fiduciary duties and designing qualified plans that create successful retirement outcomes for their employees.  Tim holds an Ohio Life & Health license, several professional designations including the RHU®, REBC®, PPC® and AIF® and is currently working to complete a comprehensive financial planning program.  Tim also holds a series 65 securities license.